Nonprofit & Church Fund Management
Fiduciary Stewardship for the Causes and Communities That Matter Most
Managing an endowment or a church fund isn’t just an investment job. It’s a responsibility to the mission and to the community it serves. Whether it’s a congregation, a small nonprofit, or a community organization, the people depending on that fund deserve a steward who understands what the money is actually for.
I bring a fiduciary standard to every dollar I manage in this space. That means decisions are made with your mission in mind, not a commission schedule or a one-size-fits-all model built for institutions ten times your size.
What Nonprofit & Church Fund Management Includes
Endowment Investment Management
Your endowment is meant to support your mission for the long haul. That requires a disciplined investment approach. One that grows assets over time while generating sustainable distributions that support your programs today.
Spending Policy & Distribution Guidance
How much should you draw from your endowment each year to support your mission without eroding the fund over time? I help boards and finance committees think through a sustainable spending policy that balances today’s needs with tomorrow’s.
Investment Policy Statements (IPS)
Most small nonprofits and church funds operate without a written investment policy, which makes it hard for a board to evaluate whether the fund is being managed well or to onboard new board members and treasurers smoothly. I help organizations build a clear, board-approved investment policy that spells out goals, risk tolerance, and oversight.
Working With Boards, Finance Committees & Treasurers
Nonprofit and church leadership changes over time. Board members rotate, treasurers move on. I work directly with your finance committee or board, providing regular reporting and plain-language updates so that whoever holds those roles understands what’s happening with the fund and why.
Mission-Aligned Investing
Many churches and nonprofits want their investments to reflect their values, whether that means avoiding certain industries or prioritizing others. We’ll talk through what alignment looks like for your organization and build an approach around it.
Why Small Organizations Choose Me
Most firms that manage institutional and endowment money are built for organizations with $10 million or more in assets, and they price and structure their services accordingly. I work with small-to mid-sized nonprofits, church funds, and community organizations that need real fiduciary investment management without the high minimum balance requirements that push them toward firms that don’t truly understand their mission.
Who This Is For
- Churches and faith communities with funds that need professional stewardship
- Small nonprofits and community organizations with endowments under $5 million
- Boards and finance committees that want a clear, board-approved investment policy
- Organizations whose treasurer or board has changed and needs continuity in fund management
- Mission-driven organizations that want their investments to reflect their values